The Balance Sheet Breakdown
By WilkinGuttenplan
The Balance Sheet BreakdownFeb 10, 2023
Tax Implications of Remote Employees
On this episode, host Chris Frederick sits down with state and local tax experts, Meg Chesley and Jenna Sanfilippo, to discuss the tax implications companies face as they hire and onboard remote employees.
Enhancing Your IT Security & Developing an Effective Security Plan
Chris Frederick and Tom Hasard engage in a comprehensive discussion on the current IT security concerns for businesses and emerging threats. They will discuss the key components of an info system security plan, analyze recent updates and advancements in the marketplace, and overall, how to implement these strategies to safeguard your sensitive data and digital assets.
Tips to Enhance Your Start-Up's Internal Accounting and Reporting
Host Chris Frederick and manager Juan Arana discuss the common challenges that start-ups may encounter when their financial reporting does not meet expectations as they grow. They explore the potential pitfalls that arise when seeking new investors or when applying for debt.
A Guide to Using ChatGPT and Generative AI for CPAs
Join host Chris Frederick and manager Karolis Matulis in a conversation exploring what generative AI is, how it works, and its potential applications in the field of accounting.
Navigating Borders: Challenges of Indian Businesses Expanding to the U.S.
Partner Vinay Navani, and host Chris Frederick, kick off Season 3 with an episode discussing the key obstacles businesses may face when looking to expand from India to the U.S., as well as the best practices to prepare for these challenges.
Navigating Year-End Gifting & Estate and Trust Considerations
Join Partner Brian Geissler and host Chris Frederick as they discuss year-end gifting and planning for estates and trusts.
A Guide to Professional Service Firm Profitability: Understanding Leverage Part 4/4
Join partner Karen Artasanchez, and host Chris Frederick, on their informative and engaging four-part series discussing the profitability metrics of professional service firms. The final episode of the series focuses on the concept of leverage and provides insights on how to utilize this metric for the utmost success of your firm.
A Guide to Professional Service Firm Profitability: Understanding Margin & Profitability Part 3/4
Join partner Karen Artasanchez, and host Chris Frederick, on their informative and engaging four-part series discussing the profitability metrics of professional service firms. The third episode of the series focuses on the impact margin and profitability can have on companies that are people-focused.
A Guide to Professional Service Firm Profitability: Understanding Realization Part 2/4
Join partner Karen Artasanchez, and host Chris Frederick, on their informative and engaging four-part series discussing the profitability metrics of professional service firms. The second episode of the series focuses on what realization is, how it is measured, and why consistency is key.
A Guide to Professional Service Firm Profitability: Understanding Utilization Part 1/4
Join partner, Karen Artazanchez, and host Chris Frederick, on their informative and engaging four-part series discussing the profitability metrics of professional service firms. Episode 1 is all about utilization—from what it is to how it is measured.
New Regulations Impacting Recent and Future Community Associations In New Jersey
On this episode, partner Mohammed Salyani joins host Chris Frederick for an informative discussion on the impacts on newly built Community Associations as a result of New Jersey’s recently implemented requirements. Whether you’re a developer or a professional in the industry, this episode will keep you informed about the changing Community Association landscape in New Jersey.
The Intern Experience: Navigating the Path from Campus to Corporate
Join host, Chris Frederick, as he sits down with Associate, Justin Dekovics, and Intern, Phillip Amari, to discuss their internship experience at WilkinGuttenplan and how their college prepared them for this next step!
SECURE Act 2.0 & the Major Provisions Impacting Your 401(k) Plan
Join Valerie Thorpe, CPA, and Chris Frederick, CPA, as they discuss the changes that are being implemented to many 401(k) plans as a result of the SECURE Act 2.0 passed by Congress at the end of 2022.
NJ Tax & Investment Incentives: Technology and Life Sciences Edition
WilkinGuttenplan, Partner Chris Frederick, CPA and Manager Tim Torres, CPA, MACC, discuss a few of the programs run by New Jersey for emerging tech and life sciences companies that help foster and encourage growth and jobs in the state.
Estate and Gift Tax Exemptions: Maximize the Benefit
Join Chris Frederick, CPA, and guest speakers Maureen Jasper, CPA MBA, and Brian Geissler, CPA, partners at WilkinGuttenplan, as they discuss the federal gift and estate tax exemptions, annual personal exemption amounts and help maximize the benefits.
Why Was My Condominium Association / HOA Audited, and What Can I Learn From My Audited Financial Statements?
This month on The Balance Sheet Breakdown, Chris Frederick and Mike Mezzo- Partners at WilkinGuttenplan- discuss what an audit is and what the audited financial statements can tell Community Associations.
Women Empowering Women
Women are playing a major role in the accounting field, and the impact they have had on the industry cannot be overstated. During this Women's History Month, we are honoring the women in our lives who have made a lasting impression and how they inspired the next generation to grow into leaders.
What Does the 65-Day Rule Really Mean and Who Does It Apply To
Join WilkinGuttenplan's podcast host Chris Frederick as he connects with Maureen Jasper and Brian Geissler as they talk through the implications of trusts and estates electing the 65-day rule. The 65-day rule is an important tax election that estates and trusts can take advantage of in order to mitigate the tax exposure at the trust and estate level.
What Developers Need To Know About PILOT Accounting
Join WilkinGuttenplan's podcast host Chris Frederick as he connects with Amanda Brady and Cara Gray about the New Jersey Payment in Lieu of Taxes (PILOT) program. They discuss the benefits developers see from the program while also discussing some potential unexpected accounting challenges. Our team can help ensure your financial agreement's clarity and a stress-free approach to your required annual audit. If you are considering entering into a PILOT agreement, reach out to our team!
Foreign Companies Expanding Into the United States
Chris Frederick sits with WG's International Tax Partner Darko Naumoski as they discuss the steps foreign companies need to take to expand to the United States, the hardships some companies may face, and the top questions companies ask while expanding into the United States.
Understanding the Impact of the Changing Lease Standards
Join Chris Frederick and Rob Starink as they discuss how the changing lease standards could impact your financial reporting and covenant compliance.
R&D Capitalization Rules
With the end of the calendar year quickly approaching consideration should be given to the tax impact of the current tax rules related to the deductibility of research and development costs as they could have a significant impact on taxable income and cash flow in the short term. Listen to our podcast where some of our team discuss the impacts of the legislation and how it will impact current and future taxable income.